See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,672 | $81,248+14.1% | $155,509-40.4% | $80,856+14.6% |
| Participation rate | 64.3% | 66.2%-1.9pp | 78.2%-13.9pp | 67.6%-3.4pp |
| Annual return | 33.80% | 33.31%+0.5pp | 64.67%-30.9pp | 35.59%-1.8pp |
| Employer contribution / active EE | $1,260 | $3,100-59.3% | $4,672-73.0% | $2,755-54.3% |
| Participant deferral / active EE | $2,335 | $3,452-32.4% | $5,626-58.5% | $4,296-45.7% |
| Admin fee / account holder | $1,218 | $7,997-84.8% | $15,912-92.3% | $6,918-82.4% |